Francois Rochon's LULU Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 144,001 shares of lululemon athletica inc. (LULU) worth $25.62 M, representing 0.79% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in LULU, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 55,338 shares. Largest reduction occurred in Q1 2025, reducing 199 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's lululemon athletica (LULU) Holding Value Over Time
Track share changes against reported price movement
Quarterly lululemon athletica (LULU) Trades by Francois Rochon
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +4,600 | New Buy | 4,600 | $62.17 |
| Q1 2019 | +45 | Add 0.98% | 4,645 | $163.83 |
| Q3 2020 | -30 | Reduce 0.65% | 4,615 | $329.36 |
| Q3 2022 | +55,338 | Add 1199.09% | 59,953 | $279.55 |
| Q4 2022 | +49,892 | Add 83.22% | 109,845 | $320.38 |
| Q1 2023 | +4,232 | Add 3.85% | 114,077 | $364.19 |
| Q2 2023 | +1,803 | Add 1.58% | 115,880 | $378.50 |
| Q3 2023 | +4,709 | Add 4.06% | 120,589 | $385.61 |
| Q4 2023 | +1,188 | Add 0.99% | 121,777 | $511.29 |
| Q1 2024 | +7,474 | Add 6.14% | 129,251 | $390.65 |
| Q2 2024 | +862 | Add 0.67% | 130,113 | $298.70 |
| Q3 2024 | +11,364 | Add 8.73% | 141,477 | $271.35 |
| Q4 2024 | +1,891 | Add 1.34% | 143,368 | $382.41 |
| Q1 2025 | -199 | Reduce 0.14% | 143,169 | $283.06 |
| Q2 2025 | +808 | Add 0.56% | 143,977 | $237.58 |
| Q3 2025 | +24 | Add 0.02% | 144,001 | $177.93 |
Francois Rochon's lululemon athletica Investment FAQs
Francois Rochon first purchased lululemon athletica inc. (LULU) in Q3 2017, acquiring 4,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held lululemon athletica inc. (LULU) for 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to lululemon athletica inc. (LULU) was in Q3 2022, adding 59,953 shares worth $16.76 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 144,001 shares of lululemon athletica inc. (LULU), valued at approximately $25.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, lululemon athletica inc. (LULU) represents approximately 0.79% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's peak holding in lululemon athletica inc. (LULU) was 144,001 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.